See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,962 | $115,770-47.3% | $101,248-39.8% | $158,922-61.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.09% | 56.14%-49.0pp | 46.47%-39.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,793 | $4,175-33.1% | $3,660-23.7% | $4,761-41.3% |
| Participant deferral / active EE | $8,632 | $4,957+74.1% | $4,370+97.5% | $5,982+44.3% |
| Admin fee / account holder | $1,043 | $7,245-85.6% | $5,945-82.5% | $11,246-90.7% |